Wealth Management Business Program Manager - Salt Lake City, UT, OR Houston, TX, OR San Diego, CA

Zions Bancorporation•Salt Lake City, UT

9d•Hybrid

About The Position

Zions Bancorporation is seeking a Wealth Management Business Program Manager to join their team. This role is responsible for planning, managing, and delivering large, complex, and strategic cross-functional business initiatives and programs within the Wealth Management division. The position requires significant independent judgment and creative problem-solving. The manager will collaborate with business units and sponsors to develop solution roadmaps, interact with senior leadership, and manage program budgets and risks. A key responsibility includes serving as the subject matter expert for Salesforce (SF) for the team, overseeing referrals, opportunities, pipeline management, and closed-won business tracking. The role also involves acting as a backup for the PILOC credit offering and driving other strategic initiatives. Zions Wealth Management is a specialized division focused on providing comprehensive financial services to affluent individuals, families, and businesses. This division is a strategic focus for Zions Bancorporation, which operates across eight affiliate banks in the Western United States.

Requirements

Bachelor’s in Business Administration, Finance, or a related field.
8+ years of experience with large or complex programs/projects, program management processes, methodologies and tools, resource and change management practices and techniques, or other directly related experience. (A combination of education and experience may meet requirements).
Expert knowledge of program/project management, including methodologies, processes, tools, scope management, financial tracking, scheduling, and resource management.
Expert experience in solution identification, assessment, and creation of robust business and financial cases.
Exceptional strategic planning, risk management, and change management skills, with the ability to anticipate, create, and manage change.
Excellent leadership, interpersonal, and communication skills (verbal and written).
Expert negotiation and facilitation abilities to coordinate effectively across business lines and various levels of employees and managers.
Advanced knowledge of departmental specific processes, computer applications, and wealth management-related project knowledge.
Active Series 7, 66, and Insurance licenses required.

Nice To Haves

Leadership experience is strongly preferred.
CFA or CFP candidate or designation is highly preferred.

Responsibilities

Planning, managing, and delivering large, unusually complex, and strategic cross-functional business initiatives and programs.
Using independent judgment and exerting significant latitude to accomplish objectives without considerable direction, providing highly creative solutions to complex problems.
Collaborating with business units, Business Line Sponsors, and managers to develop solution roadmaps that support various affiliate, divisional, and corporate initiatives.
Directly interacting with senior business line leadership, management, and senior customer personnel, often performing a primary project leadership role across organizational lines.
Developing and maintaining master programs, including comprehensive schedule, resource planning, and interdependency management.
Directing and facilitating the definition of program/project scope, defining project tasks, and determining resource requirements to ensure projects are delivered on time, adhere to high-quality standards, and meet customer expectations.
Directing financial accountability for program budgets, including expert solution identification, assessment, and the creation of business and financial cases.
Assessing and mitigating risk, monitoring, and reporting on the progress of the program and associated projects, and presenting reports defining progress, problems, and solutions to stakeholders.
Acting as the single point of contact and principal liaison for programs and associated projects across all impacted areas.
Working closely with the leadership team to drive results outlined in the division’s 5–year strategic plan.
Serving as the subject matter expert for Salesforce (SF) for the team, overseeing referrals, opportunities, pipeline management, and closed-won business tracking.
Acting as the primary back-up to the PILOC credit offering, process, and servicing.
Driving other strategic affluent and wealth initiatives as assigned.